Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15.7K- 90.6% |
$470K - $489K
|
1.63K
$51K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-15.9K- 8.06% |
$477K - $497K
|
181K
$5.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-16.6K- 22.85% |
$498K - $519K
|
56.1K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.8K- 11.29% |
$505K - $526K
|
132K
$4.16M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-17.5K- 43.4% |
$524K - $546K
|
22.8K
$716K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18.1K- 26.05% |
$544K - $566K
|
51.5K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-18.3K- 34.48% |
$549K - $572K
|
34.8K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.3K- 6.95% |
$578K - $602K
|
258K
$8.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-19.4K- 18.28% |
$583K - $607K
|
86.9K
$2.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-21.2K- 30.77% |
$637K - $663K
|
47.8K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-22K- 28.57% |
$660K - $687K
|
55K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-22.4K- 46.6% |
$671K - $698K
|
25.6K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-23.2K- 2.46% |
$696K - $724K
|
920K
$28.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-23.5K- 1.53% |
$705K - $734K
|
1.51M
$47.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-23.6K- 53.37% |
$707K - $736K
|
20.6K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.7K- 15.85% |
$742K - $772K
|
131K
$4.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-24.9K- 64.06% |
$747K - $778K
|
14K
$439K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.4K- 3.25% |
$852K - $887K
|
846K
$26.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-29.7K- 27.97% |
$891K - $928K
|
76.5K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-29.8K- 2.61% |
$894K - $931K
|
1.11M
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 17.93% |
$903K - $940K
|
138K
$4.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-32.4K- 50.47% |
$971K - $1.01M
|
31.8K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-32.6K- 67.02% |
$976K - $1.02M
|
16K
$503K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-33.1K- 53.07% |
$994K - $1.03M
|
29.3K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-33.6K- 19.21% |
$1.01M - $1.05M
|
141K
$4.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33.7K- 47.46% |
$1.01M - $1.05M
|
37.3K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.5K- 8.67% |
$1.04M - $1.08M
|
364K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-34.8K- 17.69% |
$1.04M - $1.09M
|
162K
$5.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.2K- 18.76% |
$1.08M - $1.13M
|
157K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38.5K- 7.81% |
$1.16M - $1.2M
|
455K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38.9K- 12.23% |
$1.17M - $1.21M
|
279K
$8.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-39K- 62.56% |
$1.17M - $1.22M
|
23.3K
$733K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.1K- 15.68% |
$1.23M - $1.28M
|
221K
$6.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.9K- 10.19% |
$1.26M - $1.31M
|
369K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-42.4K- 12.7% |
$1.27M - $1.32M
|
291K
$9.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-43.7K- 8.84% |
$1.31M - $1.36M
|
450K
$14.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46.3K- 52.81% |
$1.39M - $1.44M
|
41.3K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-46.7K- 38.26% |
$1.4M - $1.46M
|
75.3K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-49.6K- 6.32% |
$1.49M - $1.55M
|
735K
$23.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-51.9K- 4.08% |
$1.56M - $1.62M
|
1.22M
$38.4M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-52.8K- 40.67% |
$1.58M - $1.65M
|
77K
$2.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-59.9K- 89.59% |
$1.8M - $1.87M
|
6.95K
$218K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62K- 61.57% |
$1.86M - $1.93M
|
38.7K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-62.2K- 37.5% |
$1.87M - $1.94M
|
104K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-65.1K- 26.13% |
$1.95M - $2.03M
|
184K
$5.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-85.9K- 7.89% |
$2.58M - $2.68M
|
1M
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-88.7K- 30.06% |
$2.66M - $2.77M
|
206K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-90.1K- 18.4% |
$2.7M - $2.81M
|
400K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-95.4K- 10.71% |
$2.86M - $2.98M
|
796K
$25M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-100K- 58.41% |
$3M - $3.13M
|
71.3K
$2.24M
|